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In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:
Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.
Tune in now and learn how annuities and Roth conversions can work for you!
Podcast Episode 78: Dismantling Another Clark Howard Annuities Rant Clark Howard is back with another anti-annuity rant—and once again, he gets most of it...
In this episode, we dive deep into one of the most important decisions for annuity holders: choosing the right withdrawal strategy. Marty Becker breaks...
Marty Becker transitioned from firefighting to finance after losing his pension in 2007. Annuities, particularly income annuities, offer guaranteed lifetime income, but they're often...
